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Disclosery

J. Derek Lewis & Associates Inc.: VWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Derek Lewis & Associates Inc. on VWO, newest first. How the timeline and the estimate are built.

J. Derek Lewis & Associates Inc. held 17,106 VWO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,106 shares
    Change vs previous 13F +546 shares

    0.19% of the 13F portfolio, value $1,020,993.

    13F-HR 0002077884-26-000004 filed by J. Derek Lewis & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 16,560 shares
    Change vs previous 13F +808 shares

    0.2% of the 13F portfolio, value $895,130.

    13F-HR/A 0002077884-26-000003 filed by J. Derek Lewis & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,752 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $846,891.

    13F-HR 0002077884-26-000001 filed by J. Derek Lewis & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).